Heritage Wealth Partners, LLC Vanguard Extended Duration Tre Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
Shares
4 transactions
Others Institutions Holding EDV
# of Institutions
177Shares Held
12.1MCall Options Held
163KPut Options Held
220K-
Bank Of America Corp Charlotte, NC1.33MShares$96.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc896KShares$65.1 Million0.03% of portfolio
-
River Front Investment Group, LLC Richmond, VA853KShares$62 Million1.84% of portfolio
-
Morgan Stanley New York, NY814KShares$59.1 Million0.01% of portfolio
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Jane Street Group, LLC New York, NY507KShares$36.8 Million0.05% of portfolio